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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,806 | $105,158-92.6% | $94,672-91.8% | $139,487-94.4% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 25.64% | 38.11%-12.5pp | 156.89%-131.2pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,691 | $4,107-58.8% | $3,673-54.0% | $4,755-64.4% |
| Participant deferral / active EE | $3,415 | $7,599-55.1% | $7,417-54.0% | $6,713-49.1% |
| Admin fee / account holder | $24 | $8,972-99.7% | $7,222-99.7% | $11,407-99.8% |